Contrarian Corpus
Starboard Value vs. Dollar Tree, Inc.

Dollar Tree, Inc. · DLTR

1 deck published between 2019-01-07 and 2019-01-07 — 11 pages, 11 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-01-07 proxy fight

    2019 01 Starboard_Value_LP_Letter_to_DLTR_CEO_and_Board_01.07.2019

    11pp · letter

    Dollar Tree is deeply undervalued because Family Dollar is a failed acquisition and the $1 price ceiling is a self-imposed cap; selling Family Dollar and testing multi-price points unlocks $150/share.